Introducing Jason David

At Raymond James Investment Counsel, Jason manages portfolios for a select group of private clients, and works primarily with one of Ottawa's top independent accounting firms. The integration of tax and investment planning counsel results in a truly comprehensive wealth management service. As such, Jason specializes in complex situations, such as the sale of a business or the financial planning associated with professional corporations.

Jason holds a Chartered Investment Manager designation, has a degree in international business, a background in public accounting, and extensive experience in wealth management. His career in the investment industry began in 2003. Most recently, Jason spent six years at an Ottawa-based boutique portfolio management firm. He gained experience earlier in his career when he managed private client relationships at some of Canada's top bank-owned brokerage firms.

In his spare time, Jason enjoys outdoor sports that require endurance and individual focus, such as triathlons, back-country hiking, downhill skiing and whitewater canoeing. Jason's wife, daughter and son also share his passion for the outdoors. They are season pass holders at Whiteface Mountain and have a cabin in the Adirondacks, where they enjoy spending time together as a family.

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Experience to lead the way

Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals and objectives.


Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.


There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.


Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in North America.